Christopher Mullen, financial advisor Westlake TX

Christopher Mullen

CRD Number: 6874773
Current Firm: Fidelity Personal And Workplace Advisors

Christopher Mullen (CRD# 6874773) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 2 years of experience in the finance industry.

Similar Advisors
Kyle Eaton, financial advisor Westlake TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management LLC
Similar Advisors
Erik Aaker, financial advisor Westlake TX
Erik Aaker
CRD# 2754150
Td Ameritrade, Inc.
Similar Advisors
Thomas Aarons, financial advisor Westlake TX
Thomas J. Aarons
CRD# 5076833
Td Ameritrade, Inc.
Company Name Location Dates Years
Fidelity Brokerage Services, LLC Westlake, TX Oct 2017 - Current 3
Jc Roofing Inc. Fort Worth, TX Mar 2017 - Sep 2017 < 1
New Western Acquisitions Fort Worth, TX Dec 2016 - Mar 2017 < 1
Sewell Infiniti Of Fort Worth Fort Worth, TX Oct 2013 - Oct 2016 3
Mass Mutual Financial Group Fort Worth, TX Jan 2013 - Oct 2013 < 1
Cbs Radio Dallas, TX Mar 2011 - Apr 2013 2
University Directories Fort Worth, TX May 2012 - Jul 2012 < 1
Texas Christian University Fort Worth, TX Aug 2008 - May 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2018
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Christopher L. Mullen
Phone Number: 617-563-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.